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Strategic Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Strategic Asset Management’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5K Sell
500
-600
-55% -$7.05K 0.01% 469
2022
Q2 		$13K Hold
1,100
– – 0.02% 344
2022
Q1 		$14K Buy
1,100
+500
+83% +$6.95K 0.02% 332
2021
Q4 		$9K Hold
600
– – 0.01% 394
2021
Q3 		$9K Buy
+600
New +$9.23K 0.01% 354

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Strategic Asset Management's NMZ Position: Q3 2022 in Review

Strategic Asset Management reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 55% in Q3 2022, selling an estimated $7.05K and leaving 500 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #469.

Strategic Asset Management first reported a position in NMZ in Q3 2021 and has held it in 5 quarters since. The position peaked at $14K in Q1 2022. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

  • Strategic Asset Management held 500 shares of Nuveen Municipal High Income Opportunity Fund worth $5K as of Q3 2022.
  • Strategic Asset Management sold 600 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $7.05K.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #469 holding.
  • Strategic Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $14K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.